EWM
DIS icon

Evergreen Wealth Management’s Walt Disney DIS Stock Holding History

Evergreen Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.9M Buy
55,615
+33,302
+149% +$4.13M 3.87% 6
2025
Q1 		$2.2M Buy
+22,313
New +$2.2M 1.32% 27